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by drevil-v2
855 days ago
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You don't think China already has folks working in TSMC fabs stealing IP? If you believe that every Taiwanese engineer is rabidly anti-China then I have a vaccine I want to sell you. It is my belief that China will steal what it can, corrupt who it can, threaten who it can and most importantly, re-invent what it is missing (they have a bigger STEM education pipeline that most Western countries combined) until they no longer have this achilles heel. The only unknown is if there is will be hot war before they reach that inflection point. |
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ASML tools are step 432 of 1234. There’s a whole fab built around it and a whole supplier ecosystem.
They will eventually succeed. That is obvious. High end chips have become existential in the modern world, especially now with AI, but have already been before that. When will they succeed is an open question as stealing the blueprint is absolutely not enough.